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Yifan Lai

Investor

Principal at Wellington Management

New York, New York

Writes $10M – $50M checks · typically $25M

Find your path to Yifan

975 people in our graph share verified history with Yifan — schools, employers, funds. One of them is your warm intro.

Chris BischoffunlockedYifan: together at Goldman Sachs (2013)
×10Yifan: together at Goldman Sachs
Yifan: together at Wellington Management

Experience

  1. Wellington ManagementPrincipalcurrent2024 — presentNew York, New York, United States
  2. Runway Growth CapitalPrincipal2023 — 2024New York, New York, United States
  3. Runway Growth CapitalVice President2021 — 2022
  4. Runway Growth CapitalAssociate2020 — 2021New York, New York, United States
  5. Freemark PartnersSenior Associate2017 — 2020New York, New York
  6. DriverFinance Lead2016 — 2017San Francisco Bay Area
  7. Goldman SachsInvestment Banking Analyst2014 — 2016Greater New York City Area
  8. Goldman SachsInvestment Banking Summer Analyst2013Greater New York City Area
  9. University of IowaResident Assistant2010 — 2013Iowa City, Iowa Area
  10. J.P. MorganSummer Analyst2012Greater Chicago Area
  11. The University of Iowa Krause FundAnalyst - Energy Sector2012Iowa City, Iowa Area
  12. Northern Trust Global InvestmentsIntern - Mutual Funds & Fixed Income Product Management2011Greater Chicago Area

Skills & more

Leadership10Analysis4Analytical Skills4Financial Modeling17Valuation32Data Analysis32Equity Research8Student Affairs2Portfolio Management4Peer Leadership1Investments13Event Planning2
+12 moreProgram ManagementFixed IncomeEconomicsCorporate FinanceFinanceDerivativesHedge FundsInvestment BankingDCFFinancial AnalysisAlternative InvestmentsVBA

Languages Chinese · English · German

  • Level 10 (top national level) - Classical Piano — Chinese Musicians Association
  • Advanced Open Water Diver — PADI
  • Series 79 — FINRA

From Yifan's professional profile.

Colleagues at Wellington Management

Alan Hsu
Portfolio Manager at Wellington Management
Andreas Etten
Investment Team at 10x Founders
Andrew Heiskell
Investor at Wellington Management
Anna Lunden
Equity Portfolio Manager, EMEA DE&I Committee – Chair at Wellington Management
Brian Sapp
Managing Director at Runway Growth Capital
Campe Goodman
Fixed Income Portfolio Manager at Wellington Management
Chris Martone
Principal at BrandProject Capital
Cindy Cheng
Principal at Vy Capital

Frequently asked questions

Who is Yifan Lai?
Principal at Wellington Management
Where does Yifan Lai work?
Yifan Lai is Principal at Wellington Management.
What check size does Yifan Lai write?
Yifan Lai typically writes checks of $10M – $50M.
Where did Yifan Lai go to school?
Yifan Lai studied at University of Iowa (Bachelor of Business Administration (B.B.A.), Finance); 浙江省杭州市萧山中学.

Same school

Shared employers